Easily link client portfolios to strategic and tactical asset allocation. Use a centralised rulebook to effectively manage personalised model portfolios at scale.
Centralise your data and connect siloed teams to better leverage in-house expertise across the entire organisation.
Link portfolios to each other using logic of your choice and manage trees of connected portfolios with ease. Make strategic and tactical allocation changes via editable grids, view their impact before implementation, then propagate them automatically across your entire portfolio universe with one click.
Configure your Rulebook to ensure all portfolios operate within desired guidelines.
Power the future of wealth management with ALPIMA by delivering personalised portfolios at scale across the wealth spectrum.
ALPIMA is a flexible, quick-to-deploy, front office solution that brings personalised portfolios and clarity in your strategies.
Build better strategies faster with ALPIMA’s fully managed service for direct indexing and quantitative investment strategies (QIS).